CW Advisors (formerly Congress Wealth Management LLC) is a SEC-registered investment management firm, developing innovative wealth solutions for high-net-worth individuals, families, foundations and endowments. Though each of our client’s needs are unique, there are common threads to what they seek from our firm; to protect and grow assets, superior service, and sound, objective advice. We go well beyond the services traditionally associated with wealth management by providing a fully integrated approach to financial planning, investment consulting and management, and specialty services tailored to your needs. We provide our clients with access to a unique blend of seasoned investment professionals employing a collaborative process designed to reach timely, well-reasoned investment decisions. In addition, we provide an unparalleled customer service model designed to ensure a deep understanding of your situation and goals, and awareness of the personal and family/business dynamics that influence financial planning choices. Our goal is to serve as center of service and stability to assist clients with stewarding their wealth, thereby ensuring the preservation and growth of their financial assets. Registration does not imply a certain level of skill or training.

Investment Management

CW Advisors

Paul Lonergan

Kristin Tucker

Tamara Gardner S.p.h.r.

Ryan Carroll

David Costigan

Michael Harty

Michael Galvin

Gary Droz

Clinton Lynch Cfp

Christopher J. Bleuher

Scott Dell ’ Orfano

Richard Barrett

Erin Wendell

The Legal and Compliance team at CW Advisors ensures that the firm adheres to all regulatory requirements and legal standards in its investment management practices. They oversee compliance protocols, provide legal guidance to safeguard the firm's operations, and enhance client trust by upholding the highest ethical standards. This team plays a critical role in protecting client assets and maintaining the integrity of the firm's services.

Legal and Compliance

Client Relations

Leadership Team

Finance and Investment

Legal and Compliance

About

Team members

Other teams at CW Advisors

Client Relations

Leadership Team

Finance and Investment